For the commute home, where no-one criticises your fiscal policies,
– More on Goldman’s bearish commodities turn.
– Richard Koo talks balance sheet recessions.
– A read-out from Soros’ bash in Bretton Woods.
– A crisis is a terrible thing to waste but is this what’s happened?
– Hedge funds could be hit by new US derivatives rules.
– The President’s speech tomorrow as negotiating.
– But has it come too late?
– Fed ownership of the yield curve.
– Portugal begins bail-out talks.